Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Newberry (SC); Vor Ort; USD 18.000 - 28.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and identify savings opportunities. You will deliver client-centric service under strong training and technology support, in a local tax office.

This role emphasizes client advisory skills, collaboration with the team, and a pathway to grow in tax and financial services. Competitive hourly rate and incentive plan accompany the position.

Qualifikationen

• Must complete continuing education and meet IRS and state requirements.
• 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• High school diploma / GED / equivalent required.
• Successful completion of the H&R Block Tax Knowledge Assessment.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment.

Kenntnisse

Communication skills

Client facing

Interviewing clients

Tax knowledge

Ausbildung

High school diploma

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Jobbeschreibung

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and identify savings opportunities. You will deliver client-centric service under strong training and technology support, in a local tax office.

This role emphasizes client advisory skills, collaboration with the team, and a pathway to grow in tax and financial services. Competitive hourly rate and incentive plan accompany the position.